NASDAQ:ABNB

Airbnb (ABNB)

183.26
+0.72 (0.39%)
as of Sep 2, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 2, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Experts have mixed insights regarding Airbnb (ABNB) with some acknowledging its strong recent performance and growth potential, while others express caution due to high valuation and increasing competition. The company reported impressive quarterly results, with significant revenue growth and a successful integration of AI into its operations, enhancing efficiencies and customer experiences. Despite its strengths, there is concern over Airbnb's high forward price-to-earnings ratio of 34x, and a preference for stocks like Booking Holdings (BKNG) and Expedia Group (EXPE) which may be better positioned amid regulatory challenges and a spectrum of competition in the travel sector. Overall, while Airbnb may perform well in the long run, experts advise waiting for a more attractive entry point as the market dynamics pose risks to its current valuation.

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Consensus
Cautious
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Valuation
Overvalued
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Similar
BKNG
BUY
There was a lot of excitement in this during last year's reopening trade. A great company. It has sold off, but he'd hold it. It has a unique business model and was the first there.
BUY
Allan Tong’s Discover Picks Airbnb trades above 100x which the street finds too high, given its forward PE of 70.53x, so consider this a note of caution. However, the stock has beaten its last four quarters during periods of blanket lockdowns. Buying Airbnb is wagering on strong summer numbers and all indicators noted above point to one. Read 3 stocks to profit from revenge travel for our full analysis.
BUY
The recent strong travel data points to decent numbers when they report Tuesday. Caution: they have a high PE, but then again that may not matter.
BUY
A Covid winner and now a post-Covid buy They keep attracting users, because staying at an Airbnb is cheaper and more satisfying than a hotel. He predicts business to pick up as travel does this year. The CEO keeps investing in the app, making it so easy to use. The competition may not catch up.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 25/21, Up 7.2%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with ABNB has triggered its stop at $145. To remain disciplined, we recommend covering the position at this time. This results in a net investment gain of 18%, when combined with our previous recommendation to cover half the position.
BUY
A winner during the pandemic, because Airbnb units were safer than hotels during the pandemic. Their software is superb, not just their properties. The company will make money this year.
BUY
The top 5 junior, next-generation growth/tech stocks: #3 Airbnb: It's conquered travel. It's a pandemic play made good. If Omicron scares people, then Airbnb will be the safer way to travel as opposed to hotels. ABNB managers have stayed one step ahead of everyone else. Nice rally today.
BUY ON WEAKNESS
Airbnb put up a great quarter a few weeks ago. The stock rallied and ran into a huge double-top at $215. If you see it $165-170, but it with both hands. When things reopen in earnest, this will rally much higher.
TOP PICK
Despite Covid challenges, had the highest revenue, net income, and adjusted EBITDA ever last quarter. Pretty remarkable. Travel recovery is exciting. Alternative hotel space is not going anywhere. Makes money from host and consumer. Lots of upside in the experiential economy. No dividend. (Analysts’ price target is $194.03)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 24/21, Up 29.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with ABNB has achieved its $175 objective. To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $100) to $145.
COMMENT
Despite ongoing Delta fears especially among travel companies, ABNB continues to thrive and its stock has been rallying though it pulled back today along with the market. Airbnb is the safest accommodation in these times, and later this week the company will make the case at a travel conference that we are in fact in the middle of a travel revolution.
WEAK BUY
Credit management for weathering the Covid storm, but Covid will overhang the stock for a while as visitors may worry about staying in people's homes. Personally, he thinks hotels are safer to stay at, because hotels have to follow established cleaning protocols. Domestic travel is doing well, but international travel still lags. And the gap in rates between Airbnb and hotels has shrunk. People love Airbnb, especially young people, and this will continue. Consider buying the stock now as we move towards normalcy.
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